Finance Reporting

The Finance Tab is a central hub for managing and monitoring financial aspects related to ad spend and vendor balances, organized into three sections: Trends, Balance/Ad Spend Summary, and Activity Log.

1. Trends Section

This section shows adspend over a definable period, allowing users to select different timeframes for analysis.

2. Balance/Ad Spend Summary

This section provides a financial summary of balances and aggregated ad spend, with two distinct views: “Balance” and “Ad Spend.”

In “Balance” mode, it displays the total marketplace balances. Users can search vendors and adjust balances.

In “Ad Spend” mode, it shows total ad spend for a selected month. Users can filter vendors, and a table presents “Vendor” and their “Ad Spend,” along with an action icon for further management.

Also, tools are available to bulk update vendor balances and to download balance and ad spend as a CSV file.

3. Activity Log

This section shows recent financial transactions. Each entry details the user, activity description, transaction amount and date. You can also download a CSV file with the activity log of the selected timeframe.